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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,812 | $82,678-85.7% | $125,391-90.6% | $68,490-82.8% |
| Participation rate | 89.7% | 75.1%+14.7pp | 82.4%+7.4pp | 67.9%+21.8pp |
| Annual return | 9.99% | -5.97%+16.0pp | 572.41%-562.4pp | -7.85%+17.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,302 | $6,111+3.1% | $7,448-15.4% | $4,028+56.5% |
| Admin fee / account holder | $1,760 | $6,277-72.0% | $10,009-82.4% | $5,403-67.4% |